WEN

Wendy's Co The

Latest period2024 - Q4Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 42 superinvestors own shares of Wendy's Co The (WEN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wendy's Co The (WEN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wendy's Co The (WEN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wendy's Co The (WEN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -19.94%
0.04%
$872,246
53,512 shares@ 16.31 avg price
David Bordes@Cullen Investment Group, Ltd.
Recent Activity
Decreased -2.04%
0.11%
$698,747
42,868 shares@ 16.3 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -8.28%
0.01%
$330,000
20,248 shares@ 16.3 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -45.37%
0.01%
$267,000
16,401 shares@ 16.28 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.3%
0.01%
$234,000
14,323 shares@ 16.34 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -52.11%
0.01%
$209,700
12,865 shares@ 16.31 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Decreased -2.55%
0.08%
$187,521
12,394 shares@ 15.13 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -51.28%
0.03%
$178,687
10,962 shares@ 16.31 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -5.72%
0.01%
$168,960
10,365 shares@ 16.31 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -30.26%
0.01%
$164,000
10,076 shares@ 16.28 avg price